Client Portfolio Manager

Job Description: Outstanding opportunity to join a growing team at Soteria Reinsurance within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in its entry into the life and annuity reinsurance market. Our vision is to build a trusted partner to cedants with strong capital and investment capabilities. The...

The Portfolio Advisor is able to build effective internal working relationships with team members in various geographic locations and departments (product specialists, sales, and affiliates). The Advisory team within Natixis Investment Managers Solutions (NIMS) is global with members in London, Paris, and Singapore. Being self-motivated and able to work...

Hello,I'm a Senior Recruiter at Fanning- Masis. I and my team partner with our client companies to assist with their candidate recruitment process. These client companies are investment/ asset/ wealth management firms located in and around Boston which service a private wealth and institutional client base.I'm writing to inform that that one of my client...

Job Title Portfolio Strategy Lead Job Description Summary As a member of Cushman & Wakefield's Portfolio Advisory Group, the Portfolio Strategist will be dedicated to one or more of Cushman & Wakefield's most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate...

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner....

Exceptional opportunity to join a prestigious, rapidly expanding investment firm in Boston. This role offers direct engagement with senior leadership, the chance to guide junior team members, and the ideal setting for advancing your career in a dynamic, fast-paced environment.Senior Associate, Client OperationsThis role is responsible for overseeing client...

Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert...

Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert...

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery,...

Rockland Trust is looking for a Commercial Portfolio Manager to join the team in Peabody.DescriptionThe Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers are typically assigned to and support specifically designated Lending Officers and their respective loan portfolios....

Responsibilities: Understand fundamentals of financial, tax, retirement and estate planning. Offer consultation on client's strategic asset allocation, portfolio structure design, report overview and performance monitoring. Provide comprehensive guidance to clients regarding investment and portfolio needs. Proactively work with Client Service Associates and...

Client Portfolio Manager- RJIM - 2403044 Job Summary Under limited direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to function as the primary business development advocate for ClariVest Asset Management. This will entail serving as a liaison between ClariVest and various departments at...

Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and the drive to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add talented individuals who seek a collaborative, open-door culture that values diversity...

Position: Head of Portfolio and Asset Management Reports to: Managing PrincipalLocation: Boston, MA Company Background:Rhino Capital Advisors LLC is a privately held Boston-based investment management firm. Since its founding, the firm has acquired over $750 million of real estate across more than 2.8 million square feet. The firm has a diverse existing...

Our client, a multinational law firm, is seeking a Client Account Manager to join their team!About the role:Oversee client matter setup, billing and collection arrangements, and inventory management for designated attorney and client portfolios.Build strong collaborative relationships with attorneys and staff, supporting the full cycle of client invoicing...

Job Summary Under limited direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to function as the primary business development advocate for ClariVest Asset Management. This will entail serving as a liaison between ClariVest and various departments at RJIM, acting as a subject-matter expert on...

Associate Client Portfolio Manager, Global Equities Apply locations Chicago, IL time type Full time posted on Posted 2 Days Ago job requisition id R134215 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to...

Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on...

Cabot Properties is an institutional investor, developer, and operator of logistics real estate. As an industry leader for over 30 years, we have used our expertise and acumen to create ongoing value for our partners. Cabot has a strong team of dedicated, bright, strategic, and detail-oriented individuals. We view people as our most valuable assets, and our...